Compliance Tracking – Step 4: Compliance Types
A Compliance type defines the type of compliance requirement needed in your project (ex: General Liability Insurance, Workman’s Comp Insurance,…
Read more
Author Archive: Dorothy McGovern
Compliance Tracking – Step 5: Doc Type
If you want a Compliance Notification document to be routed to a specific person whenever a requirement is out of…
Read more
Compliance Tracking – Step 6: Rules
The ComplianceNotificationText rules are used to establish the text that will be used in the Introduction, Notification, and Action parts…
Read more
Compliance Tracking – Step 7: Attachment (Auto) Template
Compliance Notification Printout If the Compliance Notification document will be routed to someone via e-mail or fax, you will need…
Read more
Compliance Tracking – Step 8: Spitfire Configuration
If you will use an automatic workflow for a Compliance type, you need to ensure that Automatic Workflow is turned…
Read more
Compliance Tracking – Step 9: Roles
Because compliance tracking is not limited to specific projects, it is wise to create a Spitfire role to give to…
Read more
Compliance Tracking – Step 10: Routes
Predefined Routes When some requirement in your project is out of compliance, you will want the right people to receive…
Read more
Compliance Tracking – Step 11: Contacts
If you have created a new role (such as Compliance Staff) and used it in a predefined route, you need…
Read more
Compliance Tracking – Step 12: Test
You can run through this test to see to see it all is working as you expect. If there are…
Read more
Forecast Document
Prerequisite Before a Forecast document can be created, your project must have an Approved Initial Budget. The BFA workbook in…
Read more